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Automate copying a card to multiple boards?

Jesse Brownstein August 5, 2024

Hello, 

I asked this question in a different thread here, so I apologize in advance if it's redundant, but I wanted to add more detail.

 

Here's my issue:

How can I automate copying a specific card to multiple boards weekly?

 

For example:

I need to copy Card A from Board A to a list on Board B and Board C every Thursday at 8am.

 

Is this possible using the Repeats power-up or Automation with scheduling? I don't see an option to do so.

 

I was able to get close by creating an automation rule like this:

every Thursday at 8:00 am, find card "Beach - Art" and copy it at the top of list "TO DO"

The problem is that I don't see an option to specify which board to copy the card to. Perhaps this is the wrong method?

See screenshot below:

trello-automation.png

 

I understand there may be other work arounds such as creating card buttons to copy the card to the designated board OR creating an automation rules to move a card to another board based on selected criteria as suggested in this thread: 

https://community.atlassian.com/t5/Trello-questions/Re-How-to-automatically-copying-a-card-and-its-content/qaq-p/2766402/comment-id/96897#M96897

But my use case is a bit different because I need a single card to be copied to multiple boards, not just one.

Thanks!

2 answers

1 accepted

1 vote
Answer accepted
Hannah Humbert - Simpla Workflows
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 8, 2024

@Jesse Brownstein would this work for you?

image.png

You could then add multiple actions to the same automation in order to copy the card to multiple boards.

Jesse Brownstein August 9, 2024

@Hannah Humbert - Simpla Workflows 

Thank you!

This is a great workaround for my needs.

FYI - it seems I can't simply copy the action and change the board for this automation. I have to instead make duplicates of the automation for each board. See screenshots.

Limitation of actions within same automation:

2024-08-09_18-04-35.png

 

My solution was to create multiple automations for each board instead:

2024-08-09_18-09-41.png

0 votes
Mutya A
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 7, 2024

Hi Jesse,

What kind of information from the card are you trying to copy over? If this is copying a card to create new cards and retain their card title and description, then I may suggest creating a dedicated list to copy your card over. Similar to your automation rule like this:

every Thursday at 8:00 am, find card "Beach - Art" and copy it at the top of list "To Copy"

as this list is only used for this scheduled automation, I can then use a rule that triggers when a card is copied over to this list: 

when a card is copied into list "To Copy", create a new card with title "{cardname}" and description "{carddescription}" at the top of list "To Do" on board "Board B", and create a new card with title "{cardname}" and description "{carddescription}" at the top of list "To Do" on board "Board C"

the rule looks like this:

2024-08-07_18-36-12.png

You can add more things to copy over if you need a checklist, or members, or due dates. 

I hope this helps, but let us know if you have any questions!
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